plezgo

Let the repetitive
work itself

An order arrives by email. Someone copies it into a spreadsheet, then into the system, then sends a WhatsApp message. Those three steps can happen on their own.

Let’s talk about automation

Time goes into the small steps

Nobody hires someone to copy data from one place to another, yet it ends up taking half a day. We automate those steps and leave people what actually needs judgment: the odd cases.

  • Data is entered only once.
  • Alerts go out without anyone remembering.
  • Odd cases reach a person.

Where it can help

Typical tasks, before and after.

Orders

An email someone has to type into the system.

The order creates itself and the owner gets an alert.

Documents

Invoices and delivery notes checked one by one.

Data is read from the document and validated before it is saved.

Follow-up

Asking on WhatsApp how each job is going.

Every job has a status and raises a flag when something gets stuck.

Rules first, automation second

Before automating, we agree on what triggers each step, who reviews it and what happens when data is missing. We start with one process and, if it works, move on to the next.

What task does your team repeat every day?

Let’s talk